Connect Docusign and Trello to unlock the power of automation

You can integrate Docusign with Trello using our platform by setting up triggers such as 'Envelope Sent or Completed' in Docusign to initiate actions like 'Create Card' on Trello. This allows you to automate card creation on your Trello board when an envelope is sent or completed in Docusign.

Key triggers for integrating Docusign with Trello include 'Envelope Sent', 'Envelope Completed', and 'Envelope Declined'. These triggers can be used to initiate various actions in Trello, such as creating or updating a card, adding members, and changing labels based on document status changes in Docusign.

Yes, custom fields from your Docusign documents can be mapped to update specific fields in Trello cards. During the integration setup, you can define how these custom fields should correspond to elements within the Trello card like descriptions or checklist items.

When an envelope is marked as completed in Docusign, actions you can trigger in Trello include creating a new card, updating existing cards, moving a card between lists, and changing due dates according to your workflow needs.

The frequency of sync between Docusign and Trello depends on the specifics of how you set up the integration. Typically, triggered actions occur shortly after events happen in Docusign; however, exact timing may vary slightly depending on the load and other factors.

Yes, by using triggers like 'Envelope Needs Correction' or 'Envelope Declined', you can set up automations that notify team members by assigning them to relevant cards or sending alerts that pinpoint which documents require their input directly within Trello.

While integrating multiple signers is supported, it’s important to ensure each signer’s action reflects accurately within your Trello workflow. For example, you might want separate cards for each signer’s task progression depending on different roles they have regarding agreement completions.